Clark Capital Management Group Inc
- Regulatory AUM
- $35.7B
- Discretionary
- $35.7B
- Clients
- 36,013
- Avg AUM / client
- $991K
- Accounts
- 36,013
- Employees
- 151
AUM over time
Annual snapshots from Form ADV filings · as of May 22, 2026
Asset allocation (SMA assets by investment type)
as of May 22, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 28,584 | $11.1B | 31.2% |
| High net worth individuals | 6,706 | $13.7B | 38.5% |
| Investment companies | 4 | $8.7B | 24.5% |
| Pension and profit sharing plans | 184 | $403M | 1.13% |
| Charitable organizations | 145 | $402M | 1.13% |
| Corporations and other businesses | 390 | $1.3B | 3.55% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harry Joseph Clark | Executive Chairman, Director | Aug 1986 (40y) | 25% – 50% | |
| Williams, Denise, Clark | Vice Chair | Jun 1987 (39y) | 10% – 25% | |
| Bittone, Colene, Elizabeth | Executive Vice President Of Corporate Culture | Mar 1998 (28y) | 10% – 25% | |
| Clark, Kieran, Sean | Executive Vice President, Chief Investment Officer | Jun 2000 (26y) | 10% – 25% | |
| Clark, Brendan, Michael | Chief Executive Officer, Director | Mar 2005 (21y) | 10% – 25% | |
| Schlarbaum, Gary, Gilbert | Director | Oct 2009 (17y) | Less than 5% | |
| Featherman, John, Albert | Director | Aug 2012 (14y) | Less than 5% | |
| Miles, Richard, Donald | Director | Aug 2016 (10y) | Less than 5% | |
| Cullen, Christopher, Joseph | Executive Vice President, Chief Distribution Officer | Mar 2017 (9y) | Less than 5% | |
| Mullan, Conor, Leigh | Executive Vice President, Chief Compliance Officer, General Counsel | Dec 2017 (9y) | Less than 5% | |
| Mcgarrity, Timothy, D | Executive Vice President, Chief Financial Officer | Aug 2018 (8y) | Less than 5% | |
| Roth, Ralph, Lawrence | Director | Aug 2018 (8y) | Less than 5% | |
| Painter, Chad, Gregory | Executive Vice President, Chief Operating Officer | Jun 2022 (4y) | Less than 5% | |
| Gordon, Matt, Edmund | Executive Vice President, Chief Technology Officer | Dec 2022 (4y) | Less than 5% | |
| Craig David Pfeiffer | Director | Feb 2023 (4y) | Less than 5% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/22/2026 | 2.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Assetmark Trust Company $24.2B (68% of AUM) May 2026
- Pershing $1.8B (8% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 22, 2026.
View current Form ADV (SEC/IAPD) ↗